Wouldn’t you love to be a fly on the wall at the plan sponsor defined contribution (DC) committee meeting where members discuss request for proposals (RFP) responses and decide who gets invited for ...

Part of my job involves responding to RFPs. Much of the content I generate for one needs a bit of tweaking but can be re-used elsewhere. The problem is tracking the "best" response to use as my ...

RFPs standardize vendor selection, ensuring all bidders have equal info and enabling easy bid comparison. Successful RFPs detail project scope and criteria, aiding vendors in bid preparation. To ...

Securing a retirement plan advisory role often begins with an adviser completing a successful response to a request for proposal from a plan sponsor. While the RFP process can be demanding, it also ...

When responding to requests for proposals (RFPs), vendors should be conscious that they might be disclosing highly confidential or commercially sensitive material to the potential customer, with no ...